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【TOP 31】Paul Sagawa Quotes - WhatsApp Status | Page-1

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We believe that more concrete evidence of this re-acceleration should become apparent by the end of (the first quarter,) yielding a considerable catalyst for future share price appreciation for most stocks in the sector. - Paul Sagawa Quotes

We believe that more concrete evidence of this re-acceleration should become apparent by the end of (the first quarter,) yielding a considerable catalyst for future share price appreciation for most stocks in the sector.

The market for handheld devices is really excellent. Palm can sell everything it makes. - Paul Sagawa Quotes

The market for handheld devices is really excellent. Palm can sell everything it makes.

In the period until the merger is consummated and maybe the quarter afterwards, there tends to be a lull in capital spending, followed by a burst after they do their integration planning, to more than make up for it. - Paul Sagawa Quotes

In the period until the merger is consummated and maybe the quarter afterwards, there tends to be a lull in capital spending, followed by a burst after they do their integration planning, to more than make up for it.

A lot of roll-outs are slowing down a little bit. The next upgrade isn't going to be ready until the end of the year. - Paul Sagawa Quotes

A lot of roll-outs are slowing down a little bit. The next upgrade isn't going to be ready until the end of the year.

We don't see any turnaround. We're not at a bottom, and it's going to take a couple [of] quarters, ... From that perspective, we think Cisco's guidance was right on. - Paul Sagawa Quotes

We don't see any turnaround. We're not at a bottom, and it's going to take a couple [of] quarters, ... From that perspective, we think Cisco's guidance was right on.

I don't think it'll work if it's just Americans losing their jobs. - Paul Sagawa Quotes

I don't think it'll work if it's just Americans losing their jobs.

Nortel doesn't have this particular piece, which gives Lucent a leg up. - Paul Sagawa Quotes

Nortel doesn't have this particular piece, which gives Lucent a leg up.

Nortel doesn't have this particular piece, which gives Lucent a leg up, - Paul Sagawa Quotes

Nortel doesn't have this particular piece, which gives Lucent a leg up,

You have telephone operators girding themselves to take on the cable operators, and at this point there's no way they can take advantage of scale unless they invest in their networks. - Paul Sagawa Quotes

You have telephone operators girding themselves to take on the cable operators, and at this point there's no way they can take advantage of scale unless they invest in their networks.

The Chinese market would be weak even if SARS had never happened. It's just the icing on the cake. - Paul Sagawa Quotes

The Chinese market would be weak even if SARS had never happened. It's just the icing on the cake.

The Finns are not by nature impulsive. Any final price tag for Lucent probably would be around $100 billion. Who out there can do a $100 billion deal these days? - Paul Sagawa Quotes

The Finns are not by nature impulsive. Any final price tag for Lucent probably would be around $100 billion. Who out there can do a $100 billion deal these days?

Ordinarily, you would expect Cisco to give bullish guidance for the January quarter. - Paul Sagawa Quotes

Ordinarily, you would expect Cisco to give bullish guidance for the January quarter.

They can get additional debt financing Ã¢â¬â the question is, what do they have to pay for it. - Paul Sagawa Quotes

They can get additional debt financing Ã¢â¬â the question is, what do they have to pay for it.

Debt

They go together like chocolate and peanut butter. - Paul Sagawa Quotes

They go together like chocolate and peanut butter.

Getting big is what this is all about. - Paul Sagawa Quotes

Getting big is what this is all about.

This sets them on their heels. - Paul Sagawa Quotes

This sets them on their heels.

I think 15% is a baseline, a minimum forecast. All our checks suggest strong growth. - Paul Sagawa Quotes

I think 15% is a baseline, a minimum forecast. All our checks suggest strong growth.

That said, the unit volumes were awesome. - Paul Sagawa Quotes

That said, the unit volumes were awesome.

We're eyeing this stock because we think that it's going to make an attractive company to take a position, ... But for the time being, I wouldn't want to be out in front of the freight train. So we're on the sidelines right now. - Paul Sagawa Quotes

We're eyeing this stock because we think that it's going to make an attractive company to take a position, ... But for the time being, I wouldn't want to be out in front of the freight train. So we're on the sidelines right now.

Chambers did say that the second quarter will be more challenging for the company, - Paul Sagawa Quotes

Chambers did say that the second quarter will be more challenging for the company,

This is a company that executes very well and even though the demand for cell phones might be slowing, they're taking additional market share, ... We think they're going to keep taking additional market share. - Paul Sagawa Quotes

This is a company that executes very well and even though the demand for cell phones might be slowing, they're taking additional market share, ... We think they're going to keep taking additional market share.

is facing competition in key segment markets. - Paul Sagawa Quotes

is facing competition in key segment markets.

It's a terrific move. It creates two businesses, each focused on their own area, and two investment vehicles that are more closely aligned with the kind of performance that investors are looking for. - Paul Sagawa Quotes

It's a terrific move. It creates two businesses, each focused on their own area, and two investment vehicles that are more closely aligned with the kind of performance that investors are looking for.

So it's relatively significant that they said flat-to-down. - Paul Sagawa Quotes

So it's relatively significant that they said flat-to-down.

The Finns are not by nature impulsive, ... Any final price tag for Lucent probably would be around $100 billion. Who out there can do a $100 billion deal these days? - Paul Sagawa Quotes

The Finns are not by nature impulsive, ... Any final price tag for Lucent probably would be around $100 billion. Who out there can do a $100 billion deal these days?

My understanding of Nokia's management makes it unlikely that they would want to do this, ... Nokia has been doing well with organic growth and not doing large acquisitions. On the other hand, Lucent has a lot of assets that might be valuable, and some of those assets might match up well with Nokia. Lucent needs strong management, and Nokia definitely has that. - Paul Sagawa Quotes

My understanding of Nokia's management makes it unlikely that they would want to do this, ... Nokia has been doing well with organic growth and not doing large acquisitions. On the other hand, Lucent has a lot of assets that might be valuable, and some of those assets might match up well with Nokia. Lucent needs strong management, and Nokia definitely has that.

It's a terrific deal, ... It adds legs to Lucent's top line growth. - Paul Sagawa Quotes

It's a terrific deal, ... It adds legs to Lucent's top line growth.

It's a capability that Nortel doesn't have today. If the deal happens, Lucent will have more complete metropolitan solutions. - Paul Sagawa Quotes

It's a capability that Nortel doesn't have today. If the deal happens, Lucent will have more complete metropolitan solutions.

It's a terrific deal. It adds legs to Lucent's top line growth. - Paul Sagawa Quotes

It's a terrific deal. It adds legs to Lucent's top line growth.

My understanding of Nokia's management makes it unlikely that they would want to do this. Nokia has been doing well with organic growth and not doing large acquisitions. On the other hand, Lucent has a lot of assets that might be valuable, and some of those assets might match up well with Nokia. Lucent needs strong management, and Nokia definitely has that. - Paul Sagawa Quotes

My understanding of Nokia's management makes it unlikely that they would want to do this. Nokia has been doing well with organic growth and not doing large acquisitions. On the other hand, Lucent has a lot of assets that might be valuable, and some of those assets might match up well with Nokia. Lucent needs strong management, and Nokia definitely has that.

They can get additional debt financing the question is, what do they have to pay for it. - Paul Sagawa Quotes

They can get additional debt financing the question is, what do they have to pay for it.

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